3min chapter

PPS Pricing Podcast cover image

Pricing with Evolving Value in a Professional Services Industry

PPS Pricing Podcast

CHAPTER

The Value of a Full Service Wealth Management Offering

JD Power results on investor satisfaction for 2022, just hit. If you have a professional delivering that advice and guidance, it's almost like a coaching relationship. And one other thing that I took from that survey that was interesting is the third most important driver is the value for fees that they're paying. That's what clients and investors are looking at.

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